Release Notes — March 2023

API

The Bluebee API facilitates the connection between Bluebee and external systems. It is now even easier to extend business process automation beyond Bluebee's functionality. The Bluebee API uses recognized market standards for data synchronization between Bluebee and your other systems.

One of the first standard connections made via the Bluebee API was made with our new partner WEGOTRADE. WEGOTRADE is a local company offering a B2B portal perfectly adapted to SMEs. The portal allows, among other things, WEGOTRADE customers to offer a product catalog with shopping cart to their customers. They can also view and pay their bills on the platform. Orders and payments entered in WEGOTRADE are automatically created in Bluebee. Do not hesitate to contact your Bluebee representative for more details on the WEGOTRADE offer as well as its integration with Bluebee.

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Notes and Tasks

Notes and tasks are added to existing memos to facilitate collaboration between users and the user-friendliness of Bluebee. The notes function allows you to attach text or documents to all types of records.

As with notes, it is now possible to attach tasks to all types of records. Tasks can be assigned to other users, be private or public and be one-time or recurring.

A task can, for example, serve as a follow-up reminder, an appointment, or even an approval request. Each user will be able to consult their task list to prioritize their upcoming work. The task list is available in list or calendar mode.

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Notifications

The new Bluebee notifications help shine a light on the changes you want to see! It is therefore now possible to configure notifications for a multitude of events inside Bluebee. Users will be able to subscribe to them easily according to their needs.

Once configured, let the notifications engine work for you and notify you of any important changes.

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Quality Control

The quality control module allows Bluebee users to record the results of quality tests on selected received or manufactured items. For the reception process, it is therefore possible to identify the products or suppliers targeted by quality controls and attach a simple control form to them. This form will detail the quality tests to be carried out and will allow the user to enter the result.

In the same way, the controls to be carried out in production are also configurable. Quality control tasks will then have to be completed by users during production operations that require it.

The results of the quality checks will then be recorded in the system and can be easily analyzed thanks to the integrated business intelligence software Qlik Sense. It will then be easy for you to precisely assess the reliability of your suppliers or to optimize your production stages thanks to the data collected.

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General Updates

Technological improvement of the function of sending e-mail This allows for more extensive integration with various email systems and enhanced security.

Compatibility with Progress Application Server for OE The Bluebee app is now 100% compatible with Progress' new web server technologies. It also remains compatible with the previous version (AppServer Classic).

Adding contacts for sending documents and forms automatically We have added the possibility of adding contacts who will receive certain documents such as order confirmations, invoices and others by email when these are produced by the system! It is also possible to manually select a group of documents in Drives and then send them directly to their respective contacts.

New Qlik sheets for CRM Two new Qlik sheets are now available to track your current opportunities as well as analyze their progress in the CRM module.

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Bug Fixes and Minor Additions

General

• Master Files (customers, suppliers and items): adjust the display of Qlik Widgets to avoid overlaps.
• Corrected a formatting error in some mailings.
• Adjustments to forms.
• Fixed unwanted behavior in "autocomplete" fields containing usernames.
• Various improvements to the business intelligence indicators display engine.
• Improvements to validations and warnings for the user on General Ledger, Receivable and Payable transactions in the event that the date of the transaction does not correspond with the period and the year chosen.

Orders

• Order Entry
  • Corrected an issue that could cause rows to become invisible in the Component Detail section.
  • Adjustment of the display of certain components following the visual enhancement.

Customer relationship management

• Calendar: corrected a minor error in the event log.
• Prospect file: corrected an error that could occur when converting a prospect into a permanent customer.
• Tasks list: modified the task list to use the new improved tasks.
• Opportunities: added a "Probability" field to assign a rating to opportunities.

Inventory

• Item-warehouse: add the fields "Ord. clt Qty" and "For Sale" as possible column choices.
• Item-quality: fixed a display issue when opening the edit window.

Tools

• Administration
  • Function update: correct an error related to the d (Drive) subtypes.
  • Added validations when adding and deleting users.

Settings

• Banks update: conversion of the branch field to allow more possibilities.

Payables

• Invoices to be paid: addition of an "AP Imputation" tab.
• Vendors: correct the display of some headers to be consistent with the rest of the application.

Receivables

• Customer file
  • Added a validation to the status field which could sometimes be wrong when the data came from an external input.
  • Fixed a situation where phone numbers were not saving correctly.
• Transaction Details / Transactions: added "fiscal year" and "period" columns to the possible choices.

Dashboard

• Fix some display issues when going full screen and filtering indicators.
• Corrected a situation where the entities filter could become unavailable.